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Author: Mippo Source: X, @MikeIppolito_ Translation: Shan Oppa, Bitchain Vision
1. The United States will re-emerge as a global cryptocurrency hub
The founder will return to the United States and open an office in New York.The U.S. will outpace its Asian counterparts.
2. More than 10 DeFi protocols will turn on the fee switch
Uniswap will be one of them.
3. DeFi protocols will increasingly adopt re-private (re-mortgage) of customer assets as business model
Covering cross-chain bridges, liquid staking tokens (LSTs), etc.
4. Ethereum’s debate on development direction will settle
There will only be limited efforts to expand Ethereum layer 1 (L1) (Gas target reaches 50 million gwei, and discussions around shortening block time are heating up), but in the end, the development route with Rollup as the core will still be confirmed.The push from Max (Ethereum core developer) will not succeed in the end.
5. The Ethereum ecosystem will gain the urgently needed cohesion, and market sentiment will become more positive.
Some dissidents will leave the ecosystem due to frustration.The ETH token price will perform well.
6. Basic Rollup won’t really take off in 2025
Cross-chain protocols such as Across will provide sufficient interoperability.There is still no idea to achieve universal synchronous composability.
7. Trusted Execution Environment (TEE) will become an integral (ultimately permanent) component of L2 infrastructure
8. 2025 will still be Solana’s cycle
But the cracks will appear in 2025.Due to the dispersion of meme coins and the withdrawable value of miners (MEV) problems, REV (return) will be difficult to hit a new high.
Extremist thoughts will rise to deal with these problems.
9. Firedancer will be released in the fourth quarter, with Solana TPS reaching 100,000
10. Solana will adjust its token issuance policy to reduce inflation, while Ethereum will not
11. Base will rise as Solana’s main competitor and become a winner in the Rollup ecosystem
The total assets on Base will exceed $40 billion.
12. Base will become the dominant chain of AI agents (and potential AI branches)
13. Stablecoins will become the main asset held on the L2 chain
The number of stablecoins will reach at least twice the ETH.
14. Stablecoins will usher in explosive growth
The total market value of the market will exceed US$450 billion.Stablecoins will become one of the top three categories of VC investment.
15. More than 5 large financial technology or traditional financial institutions will launch stable coins in 2025
This will put pressure on existing stablecoins, and the growth rate of existing stablecoins in the market will slow.
16. More than 10 companies (banks, Web2 giants, etc.) will launch L2 networks
Most of these projects have done nothing and failed to make significant progress.Possible exceptions are fintech companies (such as Robinhood).
17. Robinhood will become one of the industry leaders in 2025
With its huge user base and blue chip brand, Robinhood will rise.By the end of the year, the industry will tie Robinhood with Coinbase as the two leading exchanges in the United States.
18. L1 trading will still be valid, this trend is not over yet
The fastest “dark horse” will beSuiandHyperLiquid.
19. The ICO wave will reappear, but will not dominate the market as it did in 2017
The investor protection mechanism will improve, more like crowdfunding.Five blue chip agreements will conduct ICO.
20. Venture capital will return, but its scale is less than 2021
•Total crypto venture capital investment in 2021: US$30 billion
•Estimated investment in 2025: US$20 billion-25 billion
More financing rounds of 50 million to 100 million will appear.
21. Crypto companies will open the door to IPOs, but will not explode on a large scale
there will beMore than 4 companiesThe company has an IPO, but the high valuation in 2021 will still drag down more companies’ listings.Growth equity investments will still not enter the crypto space on a large scale.
22. The trend that dominates the market in 2025 isThe integration of AI and encryption
The continuous progress of the basic model will attract media attention, which will in turn give birth to more AI concept coins.
23. The AI wave will continue and surpass simple AI agents
Different types of AI agents will be tried (content creators, hedge fund traders, artists, etc.).Most projects will be in early stages and end in failure.
24. TikTok’s influence will reach unprecedented heights in 2025
Crypto Twitter (CT) will become the “taker” of some TikTok cryptocurrencies.
25. The United States will pass legislation on important cryptocurrencies
Market structure or stablecoin billThe updated version will be approved and signed into effect.
26. Bitcoin L2 failed to make substantial progress in 2025
Distance is realZero Knowledge (ZK) Bitcoin L2There is still a long way to go.
27. Cryptocurrencies will be widely regarded as a force that cannot be ignored in American politics
Mainstream media (MSM) will gradually change their positions and begin to realize that cryptocurrencies will not disappear.
